SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?


To: ahhaha who wrote (4474)5/31/2002 11:16:10 AM
From: ahhahaRead Replies (1) | Respond to of 24758
 
A sins of humor

What are you smoking?

Sins

CSCO at 25?

Well, how about 25 sins?

Have you not read the good book?
"Man cannot live by Divergence alone, but by the Work of Price Action".


The good book says, "let your prophets run".

There have been so many bullish divergences that I give up worrying about them. This is a bear market.

A bear market climbs a wall of bullish divergences.

Still I agree it pays to pay attention, I just would not act on it.

Then it doesn't pay to pay attention.

<The Stock Market is always wrong.>

I actually agree but this is like saying that a bicycle is never at equilibrium. - Technically correct, but not a lot of use.

A bicycle is at equilibrium when you are riding it. When you are riding the market it's always falling. That's how you end up a head.

Money Flow - There is still a lot of stock out there especially from a company like CSCO that went on a multi-year stock-fuelled crazy acquisition binge.

You need a lot of stock to give people confidence that the company will be there when they want the stock.

But despite disagreeing with everything you have said, I will admit to being Long (small, but still long).

Are you disagreeing with yourself?

The market over the past 5 days has been in a perfect spot (IMO), to have rallied. It has not! That says amples about either the market, or my technical skills.

Amples?

With the $SPX forming new (5-d)lows, and the Financials - breaking down ($BKX), or breaking down from breakout ($BIX). I will not be a stubborn bull.

You will be contrary instead?



To: ahhaha who wrote (4474)6/3/2002 4:26:51 AM
From: frankw1900Read Replies (2) | Respond to of 24758
 
HDTV Yes, I missed the import of their China strategy. Biggest TV market in the world. Cheap wide screen TVs could be a big seller, especially if the Olympics land there.

eetimes.com
theworkcircuit.com
web-star.com
nikkeibp.asiabiztech.com

However is the price of the wide screen TV right -$3500? I think that seems high for China market but there are an awful lot of people there so maybe there are enough with high enough incomes to buy lots of sets. This guy wonders too but I'm not sure he knows a whole lot more than I do, maybe less:
thestreet.com
China's average income means boom all.

I found this. There's no date but I expect it's recent:
High definition is an important element in the decision process. For most ordinary people,
the state provides housing at relatively low rent and car ownership is not the priority it
is in the west. Thus, consumer electrical products figure very highly in disposable
income spending.
Large screen and widescreen (SDTV) TVs have sold well, even though
they were costing $1 - 3,000 and there is a view that there could be a large market for
HDTVs costing up to $3,000 provided also there was programming to back it.

dtg.org.uk
It does explain a rationale behind pursuing the China market but there are no numbers.

LCOS is a good technology for projection displays. With the backplane containing the drive electronics and the LC control circuitry it should give a fast enough response for video and will give a better picture than CRT projectors. Fuji is making the optical engine so the quality will probably be good. If TV manufacturers use a screen technology like Jenmar's, (http://www.jenmarvs.com/PRODUCTS/OPERATION/operation.html) the TVs should be pretty good, I think.

If HDTV's Chinese customers come through, the company should make money.

But even using clever lens and mirror arrangements projection displays are bulky. Who is going to produce the skinny, cheap, high quality flat panel display that can be wide screen and hang on the wall? That has a picture as good as or better than the best CRT displays (which, although they are the standard, really aren't very good)? The one that will grab world consumers and motivate them to dump their present monitors and TVs and get the new?